Institutional Ownership Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $567 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
19,883
shares
|
$942,653
0.0% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,699
shares
|
$933,929
0.02% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,391
shares
|
$919,327
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
19,319
shares
|
$915,913
0.01% of portfolio
|
Q2 2025
Added 170.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,186
shares
|
$909,608
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
18,639
shares
|
$883,674
0.02% of portfolio
|
Q2 2025
Added 149.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,316
shares
|
$868,361
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
18,254
shares
|
$865,422
0.02% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
18,100
shares
|
$858,120
0.13% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
18,029
shares
|
$854,754
0.04% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
17,821
shares
|
$844,893
0.52% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
17,704
shares
|
$839,346
0.02% of portfolio
|
Q2 2025
Reduced 41.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,606
shares
|
$834,700
0.0% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
17,494
shares
|
$829,390
0.16% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,131
shares
|
$812,180
0.0% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
16,939
shares
|
$803,077
0.15% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,584
shares
|
$786,247
0.03% of portfolio
|
Q2 2025
Reduced 51.93%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
16,388
shares
|
$776,955
0.13% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,106
shares
|
$763,585
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
16,103
shares
|
$763,443
0.25% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
15,481
shares
|
$733,954
0.13% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
15,115
shares
|
$716,602
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,834
shares
|
$703,279
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,784
shares
|
$700,909
0.02% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
14,286
shares
|
$677,299
0.11% of portfolio
|
Q2 2025
Reduced 8.34%
|